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Trifecta Capital Advisors LLC Takes Position in Caterpillar Inc. $CAT

Trifecta Capital Advisors LLC bought a new position in Caterpillar Inc. (NYSE:CAT - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 25,019 shares of the industrial products company's stock, valued at approximately $26,643,000. Cat

NYSE:CAT
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Summit Global Investments Buys New Position in Caterpillar Inc. $CAT

Summit Global Investments bought a new stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,673 shares of the industrial products company's stock, valued at approximately $1,7

NYSE:CAT
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Summit Global Investments Invests $18.92 Million in Tesla, Inc. $TSLA

Summit Global Investments acquired a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 44,981 shares of the electric vehicle producer's stock, valued at appro

NASDAQ:TSLA
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Oppenheimer Asset Management Inc. Purchases New Position in Tesla, Inc. $TSLA

Oppenheimer Asset Management Inc. purchased a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 60,200 shares of the electric vehicle producer's sto

NASDAQ:TSLA
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60,788 Shares in Caterpillar Inc. $CAT Purchased by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. purchased a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 60,788 shares of the industrial products company's stock, valued at approxima

NYSE:CAT
Read 60,788 Shares in Caterpillar Inc. $CAT Purchased by Oppenheimer Asset Management Inc.
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Mill Capital Management LLC Takes $8.95 Million Position in Caterpillar Inc. $CAT

Mill Capital Management LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,408 shares of the industr

NYSE:CAT
Read Mill Capital Management LLC Takes $8.95 Million Position in Caterpillar Inc. $CAT

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Plan Group Financial LLC Acquires Shares of 2,041 Tesla, Inc. $TSLA

NASDAQ:TSLA
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Northstar Group Inc. Takes $1.19 Million Position in Tesla, Inc. $TSLA

NASDAQ:TSLA
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WealthCare Asset Management LLC Purchases New Stake in Invesco QQQ $QQQ

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Invesco QQQ $QQQ Shares Purchased by GatePass Capital LLC

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Saiph Capital LLC Purchases 1,826 Shares of Meta Platforms, Inc. $META

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Longbow Finance SA Increases Position in Meta Platforms, Inc. $META

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XP Inc. $XP Shares Sold by Royal Bank of Canada

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Tesla, Inc. $TSLA Shares Bought by Xcel Wealth Management LLC

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Oregon Public Employees Retirement Fund Buys 8,558 Shares of International Business Machines Corporation $IBM

NYSE:IBM
Read Oregon Public Employees Retirement Fund Buys 8,558 Shares of International Business Machines Corporation $IBM
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SilverOak Wealth Management LLC Has $4 Million Position in Meta Platforms, Inc. $META

NASDAQ:META
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Meta Platforms, Inc. $META Position Boosted by Obermeyer Wealth Partners

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Rice Partnership LLC Sells 7,614 Shares of Meta Platforms, Inc. $META

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Swiss Life Asset Management Ltd Sells 39,838 Shares of International Business Machines Corporation $IBM

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International Business Machines Corporation $IBM Shares Acquired by Retirement Systems of Alabama

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Retirement Systems of Alabama Sells 9,655 Shares of JPMorgan Chase & Co. $JPM

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Hartline Investment Corp Boosts Stake in International Business Machines Corporation $IBM

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Resona Asset Management Co. Ltd. Sells 19,394 Shares of International Business Machines Corporation $IBM

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Resona Asset Management Co. Ltd. Decreases Stake in JPMorgan Chase & Co. $JPM

NYSE:JPM
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JPMorgan Chase & Co. $JPM Stake Increased by Oregon Public Employees Retirement Fund

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JPMorgan Chase & Co. $JPM Shares Sold by Mcdonald Capital Investors Inc. CA

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JPMorgan Chase & Co. $JPM Shares Sold by Vericrest Private Wealth

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Sky Investment Group LLC Grows Stake in Amazon.com, Inc. $AMZN

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Triasima Portfolio Management inc. Buys 3,155 Shares of Amazon.com, Inc. $AMZN

NASDAQ:AMZN
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Amazon.com, Inc. $AMZN Stock Position Lowered by Fulcrum Capital LLC

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